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20130101
20130131
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in the conference calls that andy grove used to run, they weren't a macro play. they were a growth play. and stacy, who is a great guy, he says, listen, wait a second, we've overcome the weakness of the tablet business. we still jen rate $6 billion in cash flow. we paid over $1 billion in dividends. we're generating plenty of cash. the defensiveness was painful. >> and to put a period on it, i saw a headline this morning that ottolini is going out with a whimper. they're going to name a successor any day now. >> andy grove, craig barrett, titans. go back to the steve jobs, talking about the stodgy intel. there's a funny moment where andy grove basically told him to shut up. but there is a sense that intel didn't move fast enough. at one point they're talking about, listen, our battery life will start exceeding the arm. put on your apple hat, all right? they would rather do business with samsung's chip, even though samsung is their biggest competitor, than switch to intel. >> what are we missing? there's uniform negativity here. we'll look back on it at end of this year and say, wait a second, we s
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